Customer Service Insurance Agent
Resume:
D A N I E L S K O C Z Y L A S
CAREER OBJECTIVE
Proactive professional with 15+ years of experience and a proven knowledge of customer communications, conflict resolution, and customer needs assessment. Aiming to leverage my skills to successfully fill the Insurance Agent role at your company.
PROFESSIONAL EXPERIENCE
OPERATIONS MANAGER
ATAM Capital, Boca Raton, FL / Nov 2011 – Present
Recruit staff members and oversee training programs.
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Oversee the flow of cash or financial instruments.
Establish procedures for custody or control of assets, records, or securities to ensure safekeeping.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks.
Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
ACCOUNT EXECUTIVE
Imperial, Boca Raton, FL / Nov 2009 – Nov 2011
Contact prospective customers to present information and explain available services.
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Make presentations on financial services to new clients.
Prepare forms or agreements to complete sales.
Develop prospects from current customers, referral leads, or sales meetings.
LOGISTICS
United Parcel Service
Develop and increase profitable volume with existing and newly acquired shippers
Use strong relationships to understand customer’s business, better qualifying them to identify
Solve customer’s problems
Increase capacity for specific projects
Increase the overall capacity for the office and company
Deliver exceptional customer service
***************@*****.***
7542 Martinique Blvd.
Boca Raton, FL, 33433
EDUCATION
MJI
Oak Park, MI
B.S. Computer Information Science
(May 1997)
LICENSES AND
CERTIFICATIONS
Licensed Insurance Agent – 2-15
W618883
NPN # 19374064
States Licensed in:
Florida - resident
48 Contiguous States – non-
resident
Contact this candidate